Mid Atlantic’s webinar series InfoxChange continues tomorrow with our guests from Tandem Wealth

Managing Market and Geopolitical Risk in a Complex World
Thursday, May 24 @ 4:00 pm ET
Join Tandem Wealth’s portfolio managers as they talk about creating a successful investment portfolio for your clients and group retirement plan participants in a complex world.
This session will discuss how following a disciplined yet adaptable investment process leads to better results for investors.
Key points and practical ideas for implementation:
  • Big Picture: Economic and Investing
  • Mini Cycles and Investment Strategy in a Trendless World
  • Investment Process
  • Risk Management and Sell Discipline


Mid Atlantic Congratulates Everhart Advisors!

Everhart Advisors was recently named 2018 PLANSPONSOR Retirement Plan Adviser of the Year.

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Mid Atlantic Capital Group recognizes the uniqueness of financial advisors and the many business models that exists. That is why we listen, collaborate, and develop customized solutions for our business partners. We provide the structure, tools, and support that fits your model, enabling you to successfully grow your business.

To learn more about the ways Mid Atlantic can help you simplify your practice, contact John Wight at 800-693-7800 and


Mid Atlantic welcomes its newest family member

1st Source Bank Retirement Plan Services is a full service Retirement Plan provider in Northern Indiana and Southwest Michigan. 1st Source Bank Retirement Plan Services specializes in plan design and service for local businesses, business owners, and their employees with their best interest in mind. They consist of a staff of 19 experienced professionals who have credentials from PhD, CPA, MBA, QKA, and a belief in continuing education targeted to retirement plans and how they can better a client’s attraction and retention of employees. 1st Source Bank chose Mid Atlantic Trust Company as its custodian due to their reputation as an excellent service provider and to enhance its service to its clients.

Mid Atlantic is pleased to welcome The Peoples Bank of Mississippi to the family

Mid Atlantic is pleased to welcome The Peoples Bank of Mississippi to the family. In 1908, Peoples Bank was opened by Col. Sidney McLaurin and Dewitt Enochs with the intention of providing service to rural Simpson County. They invited A.S. Davis to be Cashier. His son Sidney Davis joined the ranks in 1932 and served for 65 years. Davis’s great grandson, now serves as 4th generation CEO.  Peoples Bank provides superior financial products and services that increase economic opportunity and improve the quality of life for the people and businesses in rural Mississippi communities.